Skip to main content
_FB_2018-Icons-finalized-cleaned-up_new_FB_2018-Icons-finalized-cleaned-up_newGroup 9
Back
Scroll to top

MyMoney Features and Facts


Easily manage your budgets, track your spending and modify your payback plan for debts.

When you log in to your online banking, you’ll see several links at the top of the Account Overview page. You can click a link to access a widget, such as Budget or Spending.


Budget

Create spending categories and track your budget progress each month. Sort your transactions by designated or custom categories (like dining out, gas, groceries and more) to keep things organized in a way that works for you. To get you started, MyMoney creates an initial budget that you can tweak to your needs.

laptop showing mymoney budget screen

Debts

See all your debt accounts in one place and calculate how making extra payments can affect your debt over time. Modifying the payoff approach will reorder the accounts in the order of priority/focus for that particular plan (for example, highest percentage, smallest balance, etc.).

laptop showing mymoney debts screen

Spending

Get an easy-to-use overview of your personal spending habits.

laptop showing mymoney spending screen

Trends

Track spending as compared to income to note patterns and opportunities to save.

laptop showing mymoney trends screen

Linking Accounts with MyMoney

Link accounts

To get started, log in to First Bank’s online banking. Click Link Account, the Link icon, or the Link Account tile that appears above the Account Summary graphic at the bottom of the page.

When the Link Account window appears, select a financial institution by either:

  • Selecting the name or logo of a financial institution, or
  • Typing in the name of a financial institution in the Search box

Provide credentials

When prompted, provide credentials to log into the other financial institution’s online banking system. If they use multi-factor authentication (MFA), you’ll be prompted to provide extra information, such as the answer to a challenge question or a secure access code.

MyMoney retrieves and displays all accounts tied to your credentials at the external financial institution.

Note: If account aggregation is delayed (for example, due to a slow server), a message will ask if you want to link more accounts while aggregation continues in the background.


Next, select a display option (Visible or Hidden) next to each account and click Continue.

If Visible is selected when linking an account:

  • The account appears on the Home page, and you can access the details about it
  • The account appears on the Account Preferences page, and you can edit the nickname, change the order in which the account appears, etc.
  • The account is aggregated (that is, included) in MyMoney.

If Hidden is selected:

  • The account does not appear on the Home page; this setting is useful for accounts that you do not interact with on a regular basis
  • The account appears in the Hidden Accounts section of the Account Preferences page, but you cannot edit the nickname, reorder the account, etc., unless you change the toggle to Visible
  • The account is not aggregated in MyMoney

Repeat steps to link additional accounts, as desired.

After accounts are linked, they appear in a Linked Accounts group on the Home page, providing you with a full financial picture. You can reorder, group accounts, and regroup accounts as necessary.

Trending Topics

Your Community Bank – Albemarle, NC

When choosing a community bank to address all of your banking needs, it’s important to consider a bank that’s small enough to know you like a neighbor but large enough…

Remodeling Loan – Albemarle, NC

As the housing market begins to recover, so does the remodeling landscape. In fact, remodeling sales jumped 10% in 2013 and nearly half of remodelers surveyed expected similar growth in…

Best Personal Loans – Florence, SC

What makes for the best personal loan in Florence, SC? Interest rates and other terms aside, it all boils down to which personal loan is best for you. In Florence,…

Rental Property Mortgage Rates – Florence, SC

Owning a rental property is a popular way to build some equity, qualify for tax benefits and earn some easy cash. In Florence, SC, competitive rental property mortgage rates can…

Checking Account Comparison – South Carolina

With over 75 banks located in the state of South Carolina, checking account comparison can be overwhelming. If you live in South Carolina and are looking at opening a checking account,…

Find the Best Small Business Loan Rates Near Me at First Bank

Searching for some of the best rates and the most flexible terms for your small business doesn’t have to take forever. At First Bank, we believe you should spend more…

High Interest Savings Accounts: Save More – First Bank Jacksonville, NC

Thinking about saving for the future? Now is a great time to start. First Bank in Jacksonville, North Carolina has high interest savings account options for everyone, and we offer…

Checking Account Offers – High Point NC

High Point, North Carolina is home to over 100,000 people and is considered the “Home Furnishings Capital of the World.” In addition to High Point’s rich history of furniture manufacturing,…

Small Personal Loans – Jacksonville, NC

Finding small personal loans in Jacksonville, NC, can be beneficial when you need a little extra money. Whether it's for a planned or unexpected expense, a personal loan can help you…

Personal Loan Rates – Salisbury NC

If you are looking for some of the best personal loan rates in Salisbury, NC, come to First Bank for small bank service with big bank options. Salisbury, North Carolina…